AUMdb

Community Information Trust

EIN 463502113 · 501(c)(3) · Public charity · Omaha, NE · recognized 2014

Assets
$152M
Revenue
$10.6M
Expenses
$1.9M
Investment income
$419K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Heritage Services Management fees $350,000
Advancing With Purpose Llc Project management $108,804

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rachel Jacobson President $343,500 $32,085
Rebecca Stavick Chief executive officer $162,137 $7,968
Ranae Keckeisen Treasurer $151,861 $10,847
Tammy Roza Director of operations $114,608 $10,858
Karen A Linder Director $0 $0
Michael Mccarthy Chair and director $0 $0
D David Slosburg Vice chair and director $0 $0
W Gary Gates Director $0 $0
Daniel J Waters Secretary $0 $0